IXACT Contact | findAIList | findAIList

IXACT Contact | findAIList | findAIList

Use Cases

Past Client Referral Retention

Agents lose 80% of repeat business because they fail to stay in touch.

VIEW EXECUTION STEPS

1.

Import past clients into the 'A-List' category.

2.

Enable the Automated Monthly Newsletter.

3.

Set the 'Keep-in-Touch' coach to 90-day reminders.

4.

Log annual 'Houseversary' dates for automated greetings.

Zillow/Realtor.com Lead Conversion

Manual entry of leads from external portals is slow and leads to missed opportunities.

VIEW EXECUTION STEPS

1.

Connect Zillow lead email to IXACT capture address.

2.

System automatically creates a contact record.

3.

Trigger an immediate 'New Lead' drip campaign.

4.

Notify agent via mobile push notification for instant follow-up.

Automating Social Presence

Agents lack the time or expertise to post professional content to social media.

VIEW EXECUTION STEPS

1.

Connect Facebook and LinkedIn accounts in Social Stream settings.

2.

Select content categories (e.g., Home Decor, Market Trends).

3.

Set frequency to 3 times per week.

4.

Monitor engagement directly from the IXACT dashboard.

Open House Lead Management

Collecting leads on paper results in lost data and no follow-up.

VIEW EXECUTION STEPS

1.

Open IXACT mobile app on a tablet at the Open House.

2.

Have visitors enter details into a custom web form.

3.

Apply a 'Hot Lead' tag automatically.

4.

Schedule a follow-up task for Monday morning.

Listing Transaction Tracking

Managing multiple closings without a centralized checklist leads to missed deadlines.

VIEW EXECUTION STEPS

1.

Create an 'Active Business' entry for a new listing.

2.

Assign a pre-set 'Closing Checklist' template.

3.

Link the buyer's agent and mortgage broker to the record.

4.

Update status as contingencies are cleared.

Geographic Farming

Broad marketing to a neighborhood is expensive and hard to track.

VIEW EXECUTION STEPS

1.

Upload a list of property owners in a specific zip code.

2.

Assign them to a 'Farming' drip campaign.

3.

Use the IXACT website to host a 'What is my home worth?' landing page.

4.

Track which contacts click on links to identify hot prospects.

Team Lead Distribution

Teams need to distribute leads fairly and track team member performance.

VIEW EXECUTION STEPS

1.

Configure the Team version of IXACT Contact.

2.

Set lead distribution rules.

3.

Monitor the 'Business Development' dashboard to see agent activity levels.

4.

Review conversion reports at the end of the month.

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